See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,495 | $85,766-73.8% | $136,294-83.5% | $70,131-67.9% |
| Participation rate | 60.6% | 74.2%-13.5pp | 81.9%-21.3pp | 69.5%-8.9pp |
| Annual return | 22.25% | 31.45%-9.2pp | 5155.94%-5133.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $1,683 | $2,966-43.3% | $4,695-64.2% | $2,342-28.2% |
| Participant deferral / active EE | $3,136 | $5,051-37.9% | $6,247-49.8% | $3,332-5.9% |
| Admin fee / account holder | $192 | $5,420-96.5% | $9,243-97.9% | $4,645-95.9% |